|Functional Designation||Relationship / Sales Manager -Primer Current Account|
|Job||Sales / Acquisition|
|Location||PAN India- As defined|
|Reporting To||Senior Relationship Manager – Primer Current Account|
- Position Purpose
|Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank.|
- Position Responsibilities
|1||New to bank acquisition of high end current accounts through open market lead generation and closure, 4~5 CA in a month of which 2 should be PCA & IP of 3 lacs, M1 MAB of 4 lacs.
Adherence to Bank policies and guidelines such as KYC & AML
|2||Ensure successful onboarding of customer for a smooth transition to branch banking team.
|3||Activation of customer – Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB.
|4||Activities for lead generation
|5||Cross sell – Lead generation/ basic enquiry, liaising with Branch Manager & product teams
(RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer
- Qualifications and Experience Requirement
|Preferred||MBA + IRDA qualified|
|Essential||– 2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment
– Must possess good knowledge of commercial catchments and business segments for new to bank acquisition.
– Should know the local language.
- Competency Requirements
- Technical Skills
|Computer Skills||Good skills of Excel.|
|Banking Knowledge||Candidates with basic knowledge of Business Banking, Trade/FX will be preferable.
- Behavioural Skills
|Communication Skills||Good written & verbal communication. Fluency in English (written and spoken)|
|Presentable and with High Grooming standards|